See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $23,507 |
Filed as: COMMON WEALTH EQUITY SERVICES LLC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,955 | $69,362+8.1% | $101,248-26.0% | $73,488+2.0% |
| Participation rate | 66.8% | 68.4%-1.6pp | 75.8%-9.0pp | 70.7%-3.9pp |
| Annual return | 8.16% | 18.46%-10.3pp | 46.47%-38.3pp | 28.51%-20.4pp |
| Employer contribution / active EE | $1,266 | $2,628-51.8% | $3,660-65.4% | $2,270-44.2% |
| Participant deferral / active EE | $5,380 | $3,300+63.1% | $4,370+23.1% | $3,740+43.9% |
| Admin fee / account holder | $200 | $704-71.5% | $5,945-96.6% | $513-60.9% |